Morton Potoff
MJP Wealth Advisors · Longboat Key, Florida
Morton Potoff is a fee-only financial advisor at MJP Wealth Advisors in Longboat Key, Florida. Morton focuses on estate & legacy planning and small business owners. MJP Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | MJP Wealth Advisors |
|---|---|
| Based in | Longboat Key, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.56B across 3,057 accounts |
| SEC registration | Investment adviser representative in CT · CRD 366337 |
| Exams passed | Series 63 (1982) |
| Firm size | 21 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mjpwealthadvisors.com |
How Morton's firm compares
- MJP Wealth Advisors's average account is about $511,000, from its Form ADV (assets managed divided by 3,057 accounts).
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Questions about Morton
Is Morton Potoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Morton holds no broker registration, and MJP Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Morton charge for financial advice?
Morton's firm, MJP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Morton Potoff based?
Morton Potoff is based in Longboat Key, Florida.
What does Morton specialize in?
Morton's specialties include estate & legacy planning and small business owners. Morton works with executives.
Is Morton Potoff registered with the SEC?
Yes. Morton Potoff is registered as an investment adviser representative in CT (CRD 366337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MJP Wealth Advisors manage?
MJP Wealth Advisors reports $1.56B across 3,057 accounts in assets under management.
How do I contact Morton Potoff?
Through Morton's website, www.mjpwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MJP Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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